Invesco Peak II Index

Overview

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The Invesco Peak II Index ("the Index") is a multi-asset, target volatility index. The Index provides exposure to equities with a focus on high-quality companies and to fixed income through US 2- and 10-year Treasury bonds. Asset class allocation is dynamically updated daily to seek to provide a consistent volatility profile of 7.5%.

Performance1

as of Feb 6, 2026

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Selected Time Period Performance

Start Date
Start Level
End Date
End Level

Latest Returns2

as of Feb 6, 2026
Index Level 1 Day (%) MTD (%) QTD (%) YTD (%)
Excess Return
Invesco Peak II Index - ER 4,684.10 0.93 0.69 0.01 0.01

Annualized Returns2

as of Feb 6, 2026
1 yr (%) 3 yr (%) 5 yr (%) 10 yr (%)
Excess Return
Invesco Peak II Index - ER -1.45 3.57 2.19 6.87

Top 10 Constituents

as of Dec 31, 2025
Constituent Weight (%) Sector
NVIDIA Corp 6.91 Technology
Apple Inc 6.38 Technology
Alphabet Inc 5.42 Technology
Meta Platforms Inc 5.30 Technology
Visa Inc 4.17 Technology
AbbVie Inc 3.99 Healthcare
General Motors Co 3.24 Cons Cyclicals
Mastercard Inc 2.99 Technology
Booking Holdings Inc 2.94 Cons Cyclicals
GE Vernova Inc 2.41 Utilities

Characteristics

as of Dec 31, 2025
Number of Constituents: 218
Constituent Market Cap (USD millions)
Max Market Cap 4531950.00
Min Market Cap 2373.49
Mean Market Cap 105270.66
Median Market Cap 19390.82

Economic Sectors

as of Dec 31, 2025
Holdings % of total net assets
Technology 44.418
Cons Cyclicals 12.226591
Financials 8.754701
Healthcare 8.730985
Industrials 7.48763
Utilities 5.513009
Cons Non-Cyclicals 3.931126
Real Estate 3.542926
Energy 2.977246
Basic Materials 2.417783
Totals may not add up to 100% due to rounding.

Asset Allocation

as of

Historical Asset Allocation

as of

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1.
The index was launched on April 2, 2020. All data prior to its launch date is back-tested (i.e. calculations of how the index might have performed over that time period had the index existed). Back-tested performance is subject to inherent limitations because it reflects retroactive application of an Index methodology and selection of index constituents with the benefit of hindsight. Past performance, actual or back-tested, is no guarantee of future performance.
2.
Excess return reflects the contribution from Equity and Fixed Income less a performance reduction. The performance reduction is a return adjustment to facilitate higher crediting rates within annuity & insurance products. These adjustments are tailored to annuity and life insurance products with the aim of stabilizing crediting rates over time. Estimated Replication Costs will vary as index allocations change. Please see the Index Calculation section of the index methodology for more information on index cost calculations.